Don't Make This First Meeting Mistake - Do This Instead - Financial Advisor Training

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  • เผยแพร่เมื่อ 25 ต.ค. 2024

ความคิดเห็น • 5

  • @litdav
    @litdav 4 หลายเดือนก่อน +1

    Exactly! I always had an agenda like the one in the book. I thought „I need to prove them that they are talking to the right person so they share their private data.“
    Saw your videos on the questions for the first meeting. That was a few weeks ago. Since then, new client meetings have been a breeze.
    Thank you!!

    • @davezoller
      @davezoller  4 หลายเดือนก่อน +1

      That’s great to hear!

  • @jarvisadventures6208
    @jarvisadventures6208 4 หลายเดือนก่อน

    What book was it??? Agreed that is a terrible agenda.

    • @davezoller
      @davezoller  4 หลายเดือนก่อน +1

      I didn't mention on purpose cause I'm not comfortable throwing them under the bus.

    • @litdav
      @litdav 4 หลายเดือนก่อน +1

      @@davezoller That‘s great personality. 99% of youtubers would‘ve mentioned the name just for the sake of clicks and attention.